At Bailley Group, you will work with all different types of investment, insurance and financial products. Everyone has "stuff". You may have a CPA, attorney or advisor who has done work for you, but have you had someone come in and make sure everyone is on the same page? Make sure everything is working towards a cohesive plan?
There's an enormous difference between having a bunch of stuff, and having a written plan with an implementation strategy. Putting away money and saving for retirement is vastly different than having an income strategy once you retire.
There's an enormous difference between having a bunch of stuff, and having a written plan with an implementation strategy. Putting away money and saving for retirement is vastly different than having an income strategy once you retire.
Services
Team
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Paul entered the financial services industry in 2001 after hanging up his skates at the end of nine seasons of professional hockey. Finance has held his interest for a long time, and he spent summers helping out in his family's businesses between hockey and school. After finishing up his degree from the University of Manitoba, Paul started out with MetLife Securities.
Events
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This thought-provoking workshop examines today's retirement planning realities, and can help you assess whether your current financial plan is fit to successfully navigate your path to retirement. Understand how you can build a strategy for retirement that improves your possibility of success, creates a margin of safety and addresses worst-case scenarios.
Sequence of Returns Risk
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We explain what the other financial professionals mean when they say, don't retire at the wrong time. Specifically, how negative market returns early in retirement can adversely impact how long retirement savings will last. Contact us to discuss how we may be able to help you minimize this risk with solutions that offer more stability within your retirement portfolio.
Household CFO
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Most of our clients already have an advisor, CPA, attorney, etc., that they've worked with. It's very common to have a lot of "stuff" done (such as wills, tax planning, investment accounts, etc.), but never had someone to act as your Household CFO to make sure the different pieces actually fit together.
National Ethics Association
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At the National Ethics Association (NEA), you can find guidance and information on how to select a qualified and trustworthy business or professional. By joining the National Ethics Association (NEA), advisors place themselves in a position of scrutiny. They encourage due diligence, rather than hide from it.
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